HomeMy WebLinkAbout07-23-10~ _
__ _ ~,_ NOTICE OF INHERITANCE TAX pennsylvan~a ~ R
.. _ .- -
APhi~'AZ'$EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION -- - :~ 4 "Q~ '~EDUCTION$ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601
a ` ~., , ; ~' ~~' ,,, i ~ ~ .' # } ,:~ ~ DATE 0 7 - 19 - 2 010
ESTATE OF FACKLER EMERSON F
~~'-;~~r ^~~_ DATE OF DEATH 12-25-2009
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,~,~ ~ ~~~{ !`+ FILE NUMBER 21 10-0028
r ~~ ~_ ~_~ ~~'~; COUNTY CUMBERLAND
DIANE G RA19~LIFE ESQ, ACN 101
3448 TRINDLE RD APPEAL DATE: 09-17-2010
CAM P H I L L P A 17 011 ( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FACKLER EMERSON FFILE N0.:21 10-0028 ACN: 101
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OR
DATE: 07-19-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •~ 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 780,879.68 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 122,546.74
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 903,426.42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,414.8 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,7 2 3.6 4
11. Total Deductions (11) 12, 138.49
12. Net Value of Tax Return C 12) 891 , 287.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedul e J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 891 , 287.93
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 89 1 .287.93 X 045 = 40, 107.96
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 40, 107.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-19-2010 CD012502 2,005.40 38,871.00
TOTAL TAX PAYMENT 40,876.40
BALANCE OF TAX DUE 768.44CR
INTEREST AND PEN. .00
TOTAL DUE 768.44CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS._(~,l